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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,412 | $56,063+27.4% | $76,051-6.1% | $80,911-11.7% |
| Participation rate | 24.2% | 62.0%-37.8pp | 69.1%-44.8pp | 67.6%-43.4pp |
| Annual return | 15.25% | 20.54%-5.3pp | 360.42%-345.2pp | 35.63%-20.4pp |
| Employer contribution / active EE | $2,477 | $1,874+32.2% | $2,690-7.9% | $2,756-10.1% |
| Participant deferral / active EE | $3,851 | $3,052+26.2% | $4,257-9.5% | $4,297-10.4% |
| Admin fee / account holder | $5,896 | $5,240+12.5% | $6,416-8.1% | $6,935-15.0% |